ABOUT ROGER

Roger Ma | Certified Financial Planner | New York

who

I'm Roger Ma, a NYC-based CERTIFIED FINANCIAL PLANNER and founder of lifelaidout®.

I work with people across the country to help them reach their financial goals, live great lives, and achieve peace of mind. 

Roger Ma | Certified Financial Planner | New York

how

I focus on understanding your goals and where you want to go. I use my financial planning knowledge to develop recommendations for your situation, lay out pros and cons of various strategies, and break down your path forward in an easy-to-understand way.

Roger Ma | Certified Financial Planner | New York

why

While working in investment banking at Morgan Stanley, I became more interested in the personal side of finance rather than the corporate side. That passion led me on a path to learn everything I could about personal finance and become a financial planner. 


Education

  • New York University
    Certificate in Financial Planning
  • Carnegie Mellon University
    Bachelor of Science in Business and Economics

certifications

RECOGNITION

WORK EXPERIENCE

  • Personal Finance Contributor, Forbes and TheStreet
  • Investment Banking, Morgan Stanley
  • Revenue Intelligence, Google